Practice Management

Practice Management focuses on how to successfully and profitably run an advisory practice, including topics like client services, financial reporting, capital investments, hiring and managing people and integrating vendor partners, as well as the nuts and bolts of the business, like insurance and risk management.

 

 

Practice Management

Practice Management

By NTSA Net Staff1/4/2016 • 0 Comments

In MarketBeat, Ellie Lowder discusses employee benefit-related changes contained in the huge appropriations bill enacted Dec. 18, 2015 that are of interest to NTSA. READ MORE

By NTSA Net Staff1/4/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a CPA is correct that a client who retired but was rehired three months later for a special project must take an RMD for that year. READ MORE

By NTSA Net Staff1/4/2016 • 0 Comments

Just before Christmas, President Obama signed into law H.R. 2029, a massive year-end spending and tax bill containing a number of provisions affecting health and retirement plans. Here’s what you may have missed. READ MORE

By NTSA Net Staff12/30/2015 • 0 Comments

In 2016, be ready for more of the same regarding attention to fees charged plan sponsors and participants says Susan Mangiero in her blog, Pension Risk Matters. READ MORE

By NTSA Net Staff12/29/2015 • 0 Comments

The IRS Employee Plans office, in the latest issue of Employee Plans News, has issued reminders and links to other information especially useful to plans as the old year ends and a new year begins. READ MORE

By NTSA Net Staff12/28/2015 • 0 Comments

In MarketBeat, Diane D. Capone provides a 403(b) plan compliance calendar for 2016 to help plans make sure that they stay within the applicable rules and regulations in the new year. READ MORE

By NTSA Net Staff12/28/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether 10-year averaging applies to distributions from 403(b) plans. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

Smaller plans are frequently resource- and expertise-constrained when it comes to their workplace retirement plans, but a new survey indicates that they are less likely to do the things they should be doing — and less likely to get help from advisors to do them. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who contributes to a 403(b) and 457(b) and is over age 70½ can contribute to a Roth IRA. READ MORE

By NTSA Net Staff12/21/2015 • 0 Comments

A new study about RIA firms looks at a variety of factors, including internal succession, who holds equity and when owners plan to exit the business. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.
READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

Among the strongest trends of the outgoing year: growth in employee engagement in their financial wellness, use of annuities and offerings of QLACs, say two recently released studies, and next year may bring more of the same. READ MORE

By NTSA Net Staff12/15/2015 • 0 Comments

MarketBeat offers ways to pursue effective opportunity to participate in a 403(b) plan — and in the process take stock of how well the plan is adhering to universal availability and avoid not only errors but also the possibility of an audit. READ MORE

By NTSA Net Staff12/14/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a legal separation from a spouse qualify one for a qualified domestic relations order, or if only a divorce can lead to a QDRO. READ MORE

By NTSA Net Staff12/14/2015 • 0 Comments

The IRS on Dec. 14 issued the 2015 Cumulative List of Changes in Plan Qualification Requirements; it is to be used by plan sponsors and practitioners submitting determination letter applications for plans during the period beginning Feb. 1, 2016 and ending Jan. 31, 2017. READ MORE

By NTSA Net Staff12/10/2015 • 0 Comments

The IRS has updated the frequently asked questions about the Form 5500 series — and did so in a manner that makes them useful for 2015 reporting. READ MORE

By NTSA Net Staff12/8/2015 • 0 Comments

In MarketBeat, Michael Webb discusses the similarities and differences between the two “flavors” of 457(b) plans — governmental and private sector.
READ MORE

By NTSA Net Staff12/8/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a public school district can exclude employees who work 30 or less hours per week from participation in their 457(b) plan, or if it is forbidden to do so as it would be if the plan was a 403(b).
READ MORE

By NTSA Net Staff12/4/2015 • 0 Comments

Milliman’s annual Public Pension Funding Study says that he overall funded ratio for public pension plans improved in 2014, but also includes some caveats that indicate that in both the short and long run, the picture may not be entirely rosy. READ MORE

By NTSA Net Staff12/3/2015 • 0 Comments

The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 3 released advance copies of the Form 5500 Series to be used for 2015 reporting. READ MORE

«« First |1 2 3 4 5 6 7 ... 15 16 17 18 19 20 21 22 23 24 25 | Last ››

DNN Web Control Container

0